Number of Shares
1,944.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.5%
Total Estimate Gain
$102,215.52
% of Total Estimate Gain
10.01%

MOTIVE WEALTH ADVISORS's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, MOTIVE WEALTH ADVISORS held 1,944.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.10 Mil. This investment constitutes 0.5% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2025Q2. And since then MOTIVE WEALTH ADVISORS has made 1 purchases of VOO, at an average price of $525.37, for a total of 1,944.00 shares. Based on historical transaction data and VOO's current price of $577.95, MOTIVE WEALTH ADVISORS's estimated gain on his VOO holdings is $102,215.52, reflecting a 10.01% gain to date.

MOTIVE WEALTH ADVISORS VOO ($577.95) Holding Chart

MOTIVE WEALTH ADVISORS VOO ($577.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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